Equity 

Our growth-oriented equity strategies focus in areas where capacity is scarce or a special situation is emerging. 

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Small Cap Growth

Portfolio Manager:

  • Chad Meade, 19 Years of Experience
  • Brian Schaub, CFA, 18 Years of Experience 

Strategy Inception:

  • December 16, 2013

Benchmark: 

  • Russell 2000 Growth Index

Investment Objective:

  • Seeks long-term growth of capital by investing primarily in equity securities of small capitalization growth companies

Investment Approach:

  • Utilizes fundamental research to identify early stage growth companies with differentiated and enduring business models, strong competitive advantages, and large addressable markets
  • Risk-first approach where position size is driven purely by the underlying company’s risk profile
  • Maintain active wishlist to deploy capital during volatile markets

Why Invest:

  • Time-tested, disciplined approach to small cap investing focused on superior stock selection and down-side risk management
  • Experienced managers with 18 year professional history, including 11 years co-managing portfolios

Vehicle Options:

  • Meridian Small Cap Growth – Institutional Share Class (qualified investors only)
  • Currently closed to new investors in all other Meridian Small Cap Growth share classes and Separately Managed Account

For information on ArrowMark's mutual fund offerings, please visit Meridian Funds.